O'Reilly Automotive, Inc.

NasdaqGS:ORLY 株式レポート

時価総額：US$78.9b

O'Reilly Automotive 将来の成長

Future 基準チェック /26

O'Reilly Automotive利益と収益がそれぞれ年間6.1%と5.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に360% 8.6%なると予測されています。

主要情報

6.1%

収益成長率

8.64%

EPS成長率

Specialty Retail 収益成長9.6%
収益成長率5.5%
将来の株主資本利益率360.04%
アナリストカバレッジ

Good

最終更新日04 May 2026

今後の成長に関する最新情報

分析記事 • Feb 07

O'Reilly Automotive, Inc. (NASDAQ:ORLY) Yearly Results: Here's What Analysts Are Forecasting For This Year

Last week, you might have seen that O'Reilly Automotive, Inc. ( NASDAQ:ORLY ) released its full-year result to the...

Recent updates

ナラティブ更新 • Apr 28

ORLY: Tactical Rating Shift And Buybacks May Test Current Share Pricing

Analysts made a modest upward adjustment to the price target for O'Reilly Automotive, adding roughly $0.01 per share. They factored in recent research that reflects slightly updated views on growth, profitability, and valuation, following a mix of target hikes, trims, and list changes across major firms.
Seeking Alpha • Apr 21

O'Reilly Auto Parts: Time To Lean In

Summary O'Reilly Automotive stands out as a defensive, high-quality auto aftermarket leader, currently trading 15% below its 2025 highs. SG&A pressure is poised to ease, setting up potential for consistent earnings beats and multiple expansion toward a low-30s P/E. I model Q1 same-store sales at 5.6% versus the street at 4%, supporting a likely earnings beat and positive guidance momentum. Clear upside exists to a $107 price target, with further gains possible as earnings consistency and operating leverage return. Read the full article on Seeking Alpha
ナラティブ更新 • Apr 13

ORLY: Cautious Store Expansion And Margins May Challenge Current Share Pricing

Analysts have adjusted the updated price target for O'Reilly Automotive to $84.66 from $67.20, reflecting revised assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E in light of mixed recent research that includes both small target cuts and one modest $5 increase. Analyst Commentary Recent Street research on O'Reilly Automotive has leaned cautious, with several bearish analysts revisiting ratings and price targets.
ナラティブ更新 • Mar 30

ORLY: Margin Resilience And Buybacks Will Support Future Upside Returns

Analysts have lowered the price target for O'Reilly Automotive to $115 from $125. This change reflects a reset in expectations after the stock was removed from a high conviction list and several firms modestly reduced their targets, while still citing supportive profit margin and revenue growth assumptions.
ナラティブ更新 • Mar 16

ORLY: Store Expansion And Buybacks Will Support Future Upside Potential

Analysts have trimmed their price targets on O'Reilly Automotive by a few dollars, reflecting slightly adjusted assumptions on discount rate and future P/E, while keeping fair value essentially unchanged at $105.72. Analyst Commentary Recent Street research on O'Reilly Automotive centers on modest price target cuts and one downgrade, with most reports pointing to fine tuning of assumptions rather than a wholesale reset of the story.
ナラティブ更新 • Mar 02

ORLY: Store Expansion And Buybacks Will Support Attractive Future Risk Reward

Narrative Update on O'Reilly Automotive The analyst price target for O'Reilly Automotive has been trimmed by a few dollars, reflecting a modest reset in valuation multiples such as future P/E following recent research updates from several firms. However, underlying fair value inputs like growth and margins remain essentially unchanged.
ナラティブ更新 • Feb 16

ORLY: Steady Execution And Buybacks Expected To Support Balanced Risk Reward

Analysts have trimmed their price targets for O'Reilly Automotive, and our fair value estimate has edged down by about $4 to $105.72. They cite recent cuts from multiple research firms, even as they factor in relatively steady assumptions on growth, margins, and future P/E.
分析記事 • Feb 07

O'Reilly Automotive, Inc. (NASDAQ:ORLY) Yearly Results: Here's What Analysts Are Forecasting For This Year

Last week, you might have seen that O'Reilly Automotive, Inc. ( NASDAQ:ORLY ) released its full-year result to the...
ナラティブ更新 • Feb 02

ORLY: Pricing Tailwinds And Expanded Buybacks Will Support Future Returns

Narrative Update Analysts have nudged their price target on O'Reilly Automotive slightly higher by US$1. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E, supported by recent research that cites pricing tailwinds and a cleaner earnings backdrop.
ナラティブ更新 • Jan 19

ORLY: Pricing Tailwinds And Expanded Buybacks Will Support Future Upside

Analysts have trimmed their price target on O'Reilly Automotive by $5, citing slightly higher discount rate and P/E assumptions, along with recent Street research that includes a modest target cut at Morgan Stanley and an upgrade with supportive pricing commentary at Raymond James. Analyst Commentary Bullish analysts are highlighting a constructive setup for O'Reilly Automotive, pointing to recent research that balances a modest price target trim against more optimistic rating changes and commentary on pricing.
ナラティブ更新 • Jan 04

ORLY: Pricing Tailwinds And Buybacks Will Support Upside Opportunity

Analysts have raised their price target on O'Reilly Automotive to $125 from $113, citing a clean recent earnings report, an attractive entry point after the stock's pullback, and expectations for pricing tailwinds to support comparable sales growth into 2025 and early 2026. Analyst Commentary Bullish analysts have highlighted that the recent upgrade and higher price targets reflect growing confidence in O'Reilly Automotive's execution and long term growth prospects.
ナラティブ更新 • Dec 14

ORLY: Pricing Tailwinds Are Expected To Drive Comp Momentum And Share Gains

Analysts have modestly increased their price target on O'Reilly Automotive to approximately $110.20 from $110.00, citing a clean Q3 print, attractive valuation after the recent pullback, and expectations for pricing tailwinds and same store sales strength to support sustained growth. Analyst Commentary Bullish analysts emphasize that the recent pullback has created an appealing entry point, particularly after a solid Q3 performance that reinforced confidence in the company’s operational execution and earnings durability.
ナラティブ更新 • Nov 28

ORLY: Pricing Tailwinds And Supply Chain Improvements Will Support Share Gains Into 2025

Analysts have raised their price targets for O'Reilly Automotive, with new estimates ranging from $120 to $125. They attribute the upward revision to a "clean" quarterly report, attractive valuation after a recent pullback, and expectations for continued same-store-sales growth driven by pricing and improved industry trends.
ナラティブ更新 • Nov 14

ORLY: Strengthening Supply Chain Will Support Share Gains Into 2025

O'Reilly Automotive's analyst price target increased from $115 to a range between $120 and $125, as analysts cite improving same-store sales, sustained pricing tailwinds, and ongoing strength in the company's supply chain and consumer base as key drivers for the upward revision. Analyst Commentary Analyst sentiment on O'Reilly Automotive has recently tilted positive, reflecting the company's operational momentum and sector position.
ナラティブ更新 • Oct 31

ORLY: Improving Supply Chain Will Drive Resilient Same-Store Sales Strength

O'Reilly Automotive's fair value estimate has increased from $108.78 to $110.13 per share. Analysts point to improved profit margins, a resilient consumer, and ongoing operational strengths supporting recent upward adjustments in price targets.
ナラティブ更新 • Oct 16

Inventory Improvements And Store Expansions Will Boost Retail Presence

O'Reilly Automotive's analyst price target has increased from approximately $107.55 to $108.78 per share. Analysts point to resilient consumer dynamics, ongoing supply chain improvements, and margin stability as drivers of incremental upside.
ナラティブ更新 • Sep 16

Inventory Improvements And Store Expansions Will Boost Retail Presence

O’Reilly Automotive’s consensus price target saw a modest upward revision, as analysts point to strong EPS growth, consistent profitability, robust Q2 comps and margins, supply chain execution, and successful cost pass-throughs as key drivers, with the fair value estimate rising slightly from $106.95 to $107.55. Analyst Commentary Bullish analysts cite continued strong EPS growth projections (9%-10% over two years) and a consistent track record of profitability and technical outperformance.
分析記事 • Jun 24

O'Reilly Automotive, Inc.'s (NASDAQ:ORLY) Share Price Not Quite Adding Up

With a price-to-earnings (or "P/E") ratio of 32.8x O'Reilly Automotive, Inc. ( NASDAQ:ORLY ) may be sending very...
分析記事 • Jun 01

O'Reilly Automotive (NASDAQ:ORLY) Could Become A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Seeking Alpha • Feb 14

O'Reilly Automotive: Valuation Is Too Expensive For Me

Summary I maintain a hold rating for O'Reilly Automotive due to its expensive valuation at 29.5x forward earnings, despite strong fundamentals. ORLY's 4Q24 results showed solid performance with 4.4% comps growth and $4.1 billion in revenue, but EPS missed consensus due to a one-time charge. Industry tailwinds, such as the increasing complexity of car repairs, support demand for ORLY's DIFM services, which grew faster than DIY sales. ORLY's increased capex investment in distribution infrastructure and company-owned stores is crucial for long-term growth, but the current valuation limits upside potential. Read the full article on Seeking Alpha
Seeking Alpha • Feb 07

O'Reilly Automotive: Three Weaknesses In 2025 Outlook

Summary O'Reilly Automotive's Q4 financials showed good 4.4% comparable sales growth and consistent underlying profitability, being positive after prior quarters showed more severe industry pressures. O'Reilly's 2025 outlook has three weak points, adding short- to mid-term uncertainty and pressuring cash flow expectations. As the stock has continued to rise, I now estimate -16% downside to a fair value of $1118. Read the full article on Seeking Alpha
Seeking Alpha • Oct 06

O'Reilly Automotive Looks Vulnerable

Summary I’m placing a sell rating on O’Reilly Automotive (ORLY) due to high valuation amidst deteriorating fundamentals and weakening momentum. Despite strong seasonality in October and November, the stock faces resistance with higher prices but lower momentum, signaling potential consolidation or selling. Earnings estimates show consistent downward revisions, with margins deteriorating and share repurchases insufficient to meet projected EPS growth. The forward P/E ratio at ~27X is historically high, making the stock overvalued and vulnerable until earnings growth or valuation improves. Read the full article on Seeking Alpha
Seeking Alpha • Jul 28

O'Reilly Automotive's Q2: Gaining Market Share In A Tough Environment (Rating Downgrade)

Summary O'Reilly Automotive Inc. slightly missed expectations in its Q2 results but outperformed its competitors and continues gaining market share. Despite margin decrease due to acquisitions and changing revenue composition, inventory turnover improved, and store growth remains on track. Share buybacks accelerated in Q2 due to a temporary decrease in valuation multiples. The company adjusted its guidance for 2024, reducing same-store revenue growth, margins and EPS. The average age of U.S. vehicles is hitting new highs, and despite lowering my fair price for the stock, I rate O'Reilly as a buy given its defensiveness and superior business model. Read the full article on Seeking Alpha
Seeking Alpha • Jul 05

O'Reilly Automotive: Industry Weakness May Provide A Buying Opportunity

Summary O'Reilly Automotive, Inc. showed stable performance in Q1, but shares didn't appreciate the result due to a weaker-than-expected profitability in the quarter and 2024 guidance. The industry is expected to show weakness as companies are showing slower comparable sales. O'Reilly Automotive has also seen pressured 2024 forecasts as adverse short-term industry dynamics weigh on the stock. If further weakness pushes O'Reilly Automotive's earnings and stock down further, a great buying opportunity could emerge. Read the full article on Seeking Alpha
Seeking Alpha • Apr 29

O'Reilly Automotive: Initiate Hold Rating As Valuation Is Not Cheap

Summary Hold rating recommended for O'Reilly Automotive stock due to limited upside in share price. O'Reilly benefits from its competitive advantage of scale, allowing for better pricing and wider assortment of products. The company is positioned to benefit from the current high interest rate environment, but valuation already reflects potential upside. Read the full article on Seeking Alpha
Seeking Alpha • Apr 19

Forget EVs: Compound Your Returns With O'Reilly Automotive

Summary I am skeptical about investing in the EV market due to its risk profile and high degree of unpredictability. Aftermarket parts specialty retailers such as O'Reilly Automotive, though, offer a sustainable path for investors to compound their capital in the auto industry. The company seems well-positioned to sustain its outstanding sales growth, improving unit economics, and aggressive buyback track record. Thus, the stock forms a compelling investment case against the highly unpredictable EV stocks, prompting me to keep adding to my position. Read the full article on Seeking Alpha
Seeking Alpha • Feb 24

O'Reilly Automotive: Looking At Mexico And Canada For Future Growth

Summary O'Reilly has had an impressive financial track record with a revenue CAGR of 12.5% in the past two decades along with great margin expansion & capital-light growth. The company's expansion into Mexico and Canada could potentially provide a great runway of growth for O'Reilly in the long term. The stock's valuation leaves little short-term upside, but O'Reilly could still be a good long-term investment if the capital-light growth strategy continues well. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:ORLY - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202821,5153,1372,6513,77511
12/31/202720,2412,9282,2873,55025
12/31/202619,0782,7132,1353,39925
3/31/202618,2062,6041,9133,040N/A
12/31/202517,7822,5381,5932,762N/A
9/30/202517,4632,4841,5632,753N/A
6/30/202517,1222,4241,7722,908N/A
3/31/202516,8692,3782,0393,100N/A
12/31/202416,7082,3872,0263,050N/A
9/30/202416,4452,3881,9562,942N/A
6/30/202416,2842,3722,0163,036N/A
3/31/202416,0812,3771,9923,025N/A
12/31/202315,8122,3472,0283,034N/A
9/30/202315,6252,3232,3843,313N/A
6/30/202315,2202,2582,6123,408N/A
3/31/202314,8222,2082,4903,172N/A
12/31/202214,4102,1732,5853,148N/A
9/30/202214,0572,1632,5042,995N/A
6/30/202213,7382,1362,4372,886N/A
3/31/202213,5332,1452,5553,007N/A
12/31/202113,3282,1652,7643,207N/A
9/30/202112,8652,0392,6103,053N/A
6/30/202112,5932,0072,5472,990N/A
3/31/202112,2191,9532,8413,268N/A
12/31/202011,6041,7522,3712,837N/A
9/30/202011,2591,6842,0582,568N/A
6/30/202010,7181,5481,8442,421N/A
3/31/202010,2161,3701,1191,727N/A
12/31/201910,1501,391N/A1,708N/A
9/30/20199,9821,366N/A1,875N/A
6/30/20199,7981,341N/A1,699N/A
3/31/20199,6641,341N/A1,736N/A
12/31/20189,5361,324N/A1,728N/A
9/30/20189,4121,326N/A1,658N/A
6/30/20189,2691,244N/A1,568N/A
3/31/20189,1041,174N/A1,459N/A
12/31/20178,9781,134N/A1,404N/A
9/30/20178,8861,078N/A1,384N/A
6/30/20178,7671,072N/A1,392N/A
3/31/20178,6531,047N/A1,384N/A
12/31/20168,5931,038N/A1,511N/A
9/30/20168,4431,010N/A1,433N/A
6/30/20168,302998N/A1,412N/A
3/31/20168,161974N/A1,379N/A
12/31/20157,967931N/A1,345N/A
9/30/20157,782894N/A1,270N/A
6/30/20157,578845N/A1,233N/A

アナリストによる今後の成長予測

収入対貯蓄率: ORLYの予測収益成長率 (年間6.1% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: ORLYの収益 ( 6.1% ) US市場 ( 16.4% ) よりも低い成長が予測されています。

高成長収益: ORLYの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: ORLYの収益 ( 5.5% ) US市場 ( 11.4% ) よりも低い成長が予測されています。

高い収益成長: ORLYの収益 ( 5.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ORLYの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 360 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/07 21:16
終値2026/05/07 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

O'Reilly Automotive, Inc. 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。48

アナリスト機関
Craig KennisonBaird
Justin KleberBaird
Alan RifkinBarclays